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BHastingsDRF
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Member since ‎Nov 18, 2021
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Ben Hastings

Paramedic turned "corporate guy" doing health software sales. Professional interests in CRM suites, data analytics, healthcare solutions and healthcare IT.

Activity

BHastingsDRF on April 19, 2022
Simplify Contact Association/Adding
You have created an unnecessarily clunky workflow in adding contacts to an existing Company record. From within an existing Company page, hit "+Add" to contacts. It automatically deploys you on Associate Existing. Now you are faced with a choi read more
Reply Idea Contacts & Companies
1 upvote
1 Reply
BHastingsDRF on April 19, 2022
Object Quick Add in UI Ribbon
Hi -- I think it would be wildly helpful to have a quick add + button in the top ribbon that prompts a slide out for that object record so you can create "on the fly." Example: I am often on say an Copmany page. I use the Super Search at the t read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
Solved
BHastingsDRF on November 18, 2021
Target Accounts - Sticky Filters or Default Filters
First of all -- Targeted Accounts are AWESOME!! Love being able to see how many and often are we touching, defining roles of stakeholders, seeing their engagement. But there is one recurring frustration -- please give us either sticky fi read more
Reply Discussion Companies Sales
0 upvote
2 Replies
BHastingsDRF
Participant
November 19, 2021
Thank you @karstenkoehler ! New to the site and was moving fast... I was trying to find that space but somehow ended in the wrong one. Here i...read more
BHastingsDRF on November 19, 2021
Target Accounts - Sticky Filters or Default Filters
First of all -- Targeted Accounts are AWESOME!! Love being able to see how many and often are we touching, defining roles of stakeholders, seeing their engagement. But there is one recurring frustration -- please give us either sticky read more
Reply Idea Contacts & Companies
8 upvotes
1 Reply
Solved
BHastingsDRF on November 18, 2021
Target Accounts - Sticky Filters or Default Filters
First of all -- Targeted Accounts are AWESOME!! Love being able to see how many and often are we touching, defining roles of stakeholders, seeing their engagement. But there is one recurring frustration -- please give us either sticky fi read more
Reply Discussion Companies Sales
0 upvote
2 Replies
BHastingsDRF
Participant
November 19, 2021
Thank you @karstenkoehler ! New to the site and was moving fast... I was trying to find that space but somehow ended in the wrong one. Here i...read more
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